Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRCSX (FRANKLIN SMALL CAP VALUE FUND CLASS R6) | 17.10% | 32.62% | 17.02% | 7.44% | 10.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRCSX (FRANKLIN SMALL CAP VALUE FUND CLASS R6) | 04/04/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 32.62 | 17.02 | 7.44 | 10.80 | NA | NA | … | … | 17.10 | 1.98 | 11.84 | 13.25 | -9.90 | 26.09 | 5.90 | 26.64 | -12.54 | 11.25 | 30.19 | -7.25 | -0.79 |
| Sharpe Ratio | NA | 1.58 | 0.67 | 0.23 | 0.41 | NA | NA | … | … | 2.17 | -0.04 | 0.42 | 0.50 | -0.47 | 1.23 | 0.12 | 1.76 | -0.93 | 0.97 | 1.98 | -0.49 | -0.07 |
| Standard Deviation(%) | NA | 18.40 | 20.70 | 21.23 | 22.75 | NA | NA | … | … | 19.18 | 24.35 | 19.36 | 19.40 | 24.19 | 21.16 | 45.19 | 14.31 | 15.01 | 11.00 | 15.18 | 14.74 | 14.36 |
| Draw Down(%) | NA | 12.01 | 26.16 | 26.16 | 44.04 | NA | NA | … | … | 12.01 | 22.55 | 9.94 | 16.36 | 21.93 | 12.29 | 44.04 | 10.40 | 21.72 | 5.81 | 10.37 | 14.76 | 15.30 |
| Yield(%) | 0.00 | 8.13 | 7.17 | 5.67 | 7.78 | 5.45 | 4.09 | … | … | 0.00 | 7.79 | 7.15 | 5.00 | 2.95 | 11.36 | 2.53 | 7.57 | 13.37 | 8.95 | 6.55 | 9.94 | 8.90 |
Data as of 06/04/2026, Common starting date is 04/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRCSX (FRANKLIN SMALL CAP VALUE FUND CLASS R6) |
-6.24%
Mar 2017 – Mar 2020 |
-0.27%
Mar 2015 – Mar 2020 |
7.07%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRCSX (FRANKLIN SMALL CAP VALUE FUND CLASS R6) |
22.68%
Mar 2020 – Mar 2023 |
16.40%
Mar 2020 – Mar 2025 |
11.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart